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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,373 | $53,128-65.4% | $86,582-78.8% | $70,126-73.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.86% | 27.66%-16.8pp | 965.08%-954.2pp | 73.15%-62.3pp |
| Employer contribution / active EE | $463 | $2,068-77.6% | $2,839-83.7% | $2,343-80.2% |
| Participant deferral / active EE | $626 | $2,695-76.8% | $3,609-82.6% | $3,332-81.2% |
| Admin fee / account holder | $3,027 | $3,584-15.5% | $4,904-38.3% | $4,645-34.8% |